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Summit Financial’s Southern Company SO Stock Holding History

Summit Financial’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.94M Buy
93,428
+7,416
+9% +$698K 0.1% 204
2026
Q1 		$8.3M Buy
86,012
+1,078
+1% +$99.7K 0.11% 191
2025
Q4 		$7.41M Sell
84,934
-656
-0.8% -$59.9K 0.11% 176
2025
Q3 		$8.11M Sell
85,590
-899
-1% -$83.9K 0.12% 149
2025
Q2 		$7.94M Buy
86,489
+6,275
+8% +$564K 0.18% 103
2025
Q1 		$7.38M Buy
80,214
+22,546
+39% +$1.95M 0.21% 95
2024
Q4 		$4.75M Buy
57,668
+6,483
+13% +$569K 0.17% 113
2024
Q3 		$4.62M Buy
51,185
+168
+0.3% +$14.4K 0.18% 98
2024
Q2 		$3.96M Buy
51,017
+33,063
+184% +$2.51M 0.18% 92
2024
Q1 		$1.29M Buy
+17,954
New +$1.24M 0.08% 155

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Summit Financial's SO Position: Q2 2026 in Review

Summit Financial increased its Southern Company (SO) stake by 8.6% in Q2 2026, buying an estimated $698K and bringing the position to 93,428 shares worth $8.94M. The position accounts for 0.1% of the portfolio, ranked #204.

Summit Financial first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Summit Financial held 93,428 shares of Southern Company worth $8.94M as of Q2 2026.
  • Summit Financial bought 7,416 Southern Company shares in Q2 2026, an estimated $698K.
  • Southern Company made up 0.1% of Summit Financial's portfolio in Q2 2026, its #204 holding.
  • Summit Financial first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.